Charlesbank Capital Partners, LLC
Boston, MA·SEC-registered · CRD #160256
Charlesbank Capital Partners, LLC is an SEC-registered investment advisory firm in Boston, MA managing $21B across 50 client accounts, with 88 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$21B
Client accounts
50
Advisory staff
88
Fee model
Fee-only
How Charlesbank Capital Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Charlesbank Capital Partners, LLC
How much does Charlesbank Capital Partners, LLC manage?
Per its most recent SEC Form ADV filing (04/28/2026), Charlesbank Capital Partners, LLC reports $21B in regulatory assets under management across roughly 50 client accounts.
How does Charlesbank Capital Partners, LLC charge?
Charlesbank Capital Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Charlesbank Capital Partners, LLC a fiduciary?
Yes. Charlesbank Capital Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #160256), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Charlesbank Capital Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Charlesbank Capital Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Charlesbank Capital Partners, LLC's public SEC Form ADV filing (CRD #160256, filed 04/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Charlesbank Capital Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Charlesbank Capital Partners, LLC? Claim this profile.